Insurance Operations Specialist

Our not-so-secret sauce.

Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as an Insurance Operations Specialist at MMA.

Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC).

A Day in the Life

Location: This role is flexible in location, with the potential for the right candidate to be situated in our main office in Fort Lauderdale or in any of our various locations throughout South Florida. This would include the following locations:  Miami/Doral, Palm Beach Gardens, Vero Beach, Maitland and/or Tampa and Clearwater. This is a hybrid position, accommodating both in-office and remote work arrangements. This position is set in a high-volume, dynamic environment that requires a balance of accuracy and efficiency. The ideal candidate will be comfortable managing multiple tasks and deadlines.

We are currently seeking an Insurance Operations Specialist to become an integral part of our Operations Excellence Team. This role involves comprehensive support across different departments, including health and benefits, business insurance, and, notably, personal lines. The primary focus will be on Personal Lines/Private Client Servicespersonal lines insurance, yet the candidate will engage with multiple lines of business, contributing to operational efficiency and process improvement throughout the organization.

As our Operations Specialist on the Personal Lines Insurance team, you'llyou will take part in:

Developing, documenting, and training process improvementsLicense and Appointment Management: Assist with managing carrier appointments for licensed individuals.Assisting with producer-split agreements and cross-selling initiativesData Management and Reporting: Obtaining, processing, and interpreting data from multiple agency management systems to produce coherent reports that drive business decisionsdecisions.Assist with managing vendor payable invoices.Continuous Process Improvement: The ability to identify, discuss, and implement process improvements, with a strong emphasis on efficiency and effectiveness.Perform global changes upon request, adjusting operations and procedures in response to business needs.Compliance Process Development: Assisting with or leading the development of compliance processes, ensuring they are comprehensive, enforceable, and in line with current industry standards and best practices.Assist with or manage updates and changes to carrier logins, licensing, contracts, etc.Assist with management system updates and changes.

 Our future colleague.

We would love to meet you if your professional track record includes these skills:

High school diploma or equivalentAt least one year of insurance agency experienceProficiency with MS Office, including Excel (strong proficiency with Pivot Tables)Strong analytical skills, including critical thinking, data analysis, and researchBig picture thinker, sees the whole value chain of the customer experienceStrong verbal and written communication and presentation skillsAbility to collaborate cross-functionallySelf-motivated individual who is very detailed oriented, thorough, and organized

These additional qualifications are a plus, but not required to apply:

Bachelor’s degree or higherActive and Current 2-20 insurance licenseExperience with EPIC, Sagitta, and Image RightPowerBI experience

We know there are excellent candidates who might not check all of these boxes. Do not be shy. If you are close, we’d be very interested in meeting you.

Valuable benefits.

We value and respect the impact our colleagues make every day both inside and outside our organization. We have built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.  .

Some benefits included in this role are:

Generous time off, including personal and volunteeringTuition reimbursement and professional development opportunitiesHybrid and flexible workCharitable contribution match programsStock purchase opportunitiesCompetitive compensationEntrepreneurial leadershipUnmatched, scalable resourcesCommitted to core valuesInclusive culture

To learn more about a career at MMA, check us out our website or flip through recruiting brochure.

Follow us on social media to meet our colleagues and see what makes us tick:

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We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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